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Unitech PT630 Set Up And User Instructions

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The General Store
TM
Point Of Sale Software For Windows!
Unitech PT630
Setup And User Instructions
The General Store can interface to the Unitech PT630 Handheld data collector for taking
inventory, receiving inventory, and creating purchase orders. This document shows you how to
set up and use the Unitech with The General Store.
Setup
Step 1 – Connect The Unitech To Your PC
Your Unitech kit consists of 2 CD's and the hardware shown in the above figure. The Unitech CD
is not needed, so set it aside.
First connect the power adapter cable into the Unitech serial interface cable as show below.
Then attach Unitech interface side of the serial interface cable into the bottom of the Unitech.

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Summary of Contents for Unitech PT630

  • Page 1 Setup Step 1 – Connect The Unitech To Your PC Your Unitech kit consists of 2 CD’s and the hardware shown in the above figure. The Unitech CD is not needed, so set it aside. First connect the power adapter cable into the Unitech serial interface cable as show below.
  • Page 2 Next connect the other end of the power adapter cable (adapter end) to an available power source. Then connect the other end of the Unitech interface cable to an available serial port on your PC. The software assumes that you will be connecting the Unitech to the COM1 port, so we suggest using this port if it is available.
  • Page 3 Software Installing The Software The next step is to install The General Store Unitech Interface Software. If operating the General Store on a network, you must install the software on both the server, and on each workstation that may be used to connect the Unitech.
  • Page 4 Unitech Instructions Select “Single User”, or if operating on a network, select either “Server”, or “Workstation”. You will see the following screen. Click “Install General Store Files” first.
  • Page 5 The install program assumes that you originally installed The General Store to the default directory, C:\TGSWIN. If you are installing the Unitech on a single user computer, or on a server in a local area network, AND you originally selected the default directory when installing The General Store, click the Next button.
  • Page 6: Workstation Installation

    You should now see two Icons on your desktop, as shown below. This will be the easiest way to access the Unitech interface programs, but you can also access them by clicking Start, Programs, The General Store, and Unitech, as shown below.
  • Page 7 Again, using Notepad or WordPad, change the “/comport:1” portion of the batch file line to reflect the proper comport being used. For example, let’s say you had the Unitech connected to COM port number 2 on a single user computer. You would edit the UniLook.bat file as follows: You would have to make the same change to the other four files used in a single user or server scenario;...
  • Page 8 4. From the main point of sale screen, select “Order” then select “Import”. The data you collected on the Unitech will be directly imported in to the transaction screen. If you have multiple Unitechs (up to 3) you can even select which Unitech data set to import.
  • Page 9 The General Store For Windows Basic Operating Procedures Turning the Unitech On and Off To turn the Unitech on, press the yellow power button located at the bottom left corner of the unit’s keypad. You will see the “TGS HANDHELD MENU”, which consists of:...
  • Page 10 Erasing Files From The Unitech If for some reason, you need to delete a file, such as “SIZE.SKU” (the lookup file), you can press the CMD button located at the lower right corner of the Unitech keypad. You will see the following menu.
  • Page 11 Esc) Inventory Menu Now you are ready to start scanning. To scan a barcode, point the top of the Unitech at the barcode and press the large yellow, “oval shaped” button below the Unitech’s screen. The unit will beep when you get a good read. Then enter the quantity on the keypad and press the “ENT”...
  • Page 12 Uploading the Full Count Lookup File to the Unitech Attach the Unitech interface cable to the Unitech and turn it on. Now, on your Windows Desktop (Icon Screen) on your PC, click the “Upload Unitech Lookup” Icon. You will see a progress indicator on you computer screen, as well as a record count on your Unitech screen.
  • Page 13 If you scan an item that is not in the lookup file, the Unitech will send multiple beeps, and it will re-prompt you for the SKU#. When this happens, it is usually best to pull the item aside and have someone enter it into The General Store through the Add-Change-Delete function in Inventory control.
  • Page 14 Unitech Instructions When the download is complete, you will have successfully downloaded the data from the Unitech to a file on your PC called METRO.DAT. This file is located in your General Store data directory, usually C:\TGSWIN. This file is also deleted automatically on the Unitech. You Unitech screen will show “Ok!” Press any key to continue.
  • Page 15 The General Store For Windows Notice the folder image at the top of the inventory receipts window (circled in red). Click on this image and it will open as shown above. Adjustments If you are using the data to process Inventory Adjustments, you must first select the Adjust or Replace option at the top of the adjustments screen, before clicking the import file folder icon.
  • Page 16 Unitech Instructions Then click the Import From File icon on the navigational toolbar. This will then apply the transfer.
  • Page 17 The General Store For Windows Click the Save icon on the navigational toolbar to save the transfer and print the transfer report. You will also be asked if you wish to transmit the transfer to the FTP site. If you are finished and do not need to go back and add items to the transfer at a later date, click Yes.
  • Page 18 Step 2 – Upload the Lookup File to the Unitech Attach the Unitech interface cable to the Unitech and turn it on. Now, on your Windows Desktop (Icon Screen) on your PC, click the “Upload Unitech Lookup” Icon.
  • Page 19: Step 1 - Collecting Data

    ESC key on the unit’s keypad to return to the main menu. If you scan an item that is not in the lookup file, the Unitech will send multiple beeps, and it will re-prompt you for the SKU#. When this happens, it is usually best to pull the item aside and have someone enter it into The General Store through the Add-Change-Delete function in Inventory control.
  • Page 20 Unitech Instructions When the download is complete, you will have successfully downloaded the data from the Unitech to a file on your PC called METRO.DAT. This file is located in your General Store data directory, usually C:\TGSWIN. This file is also deleted automatically on the Unitech. You Unitech screen will show “Ok!” Press any key to continue.
  • Page 21 The General Store For Windows Now, you can add more items, or complete the transaction.
  • Page 22: Preparing Your Store For Inventory

    Unitech Instructions Taking A Physical Inventory With The Unitech Physical Inventory Options The General Store allows you to use hand held devices like the Unitech PT630 to take physical inventories of: • Your entire store • Only for a specific department, and specific categories and/or within that departments •...
  • Page 23 Step 2 – Upload the Lookup File to the Unitech Attach the Unitech interface cable to the Unitech and turn it on. Now, on your Windows Desktop (Icon Screen) on your PC, click the “Upload Unitech Lookup” Icon.
  • Page 24 Item Rejected When Performing a Full Count If you elected to do a full count, and you scan an item that is not in the lookup file, the Unitech will send multiple beeps, and it will re-prompt you for the SKU#. When this happens, it is usually best to pull the item aside and have someone enter it into The General Store through the Add- Change-Delete function in Inventory control.
  • Page 25 The General Store For Windows When the download is complete, you will have successfully downloaded the data from the Unitech to a file on your PC called ORDER01.IMP. This file is located in your General Store data directory, usually C:\TGSWIN.
  • Page 26 Unitech Instructions Remember, if you want to count one section of your store at a time, you can repeat steps 1 through 3 as many times as needed, before answering “Yes” to the “…LAST capture…” question. If You Have Finished Counting…..
  • Page 27 The General Store For Windows for the selected were not counted and sets the quantity on those items to zero. This is reflected on the adjustments report that gets generated in step 4. When complete, you will be returned to the General Store main menu. Note! Any items you counted that do not match the vendor criteria you selected will be dropped.
  • Page 28 Unitech Instructions Step 4C – Exit The Adjustments Program When all items have come through, click the exit icon on the toolbar, and the adjustments report will be printed, When the process is complete, click the exit icon at the top right corner of the adjustments...